Portfolio Management

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Chart your course

Think Smarter & Maximize ROI

What is Portfolio Management?

A disciplined and data-driven approach to leading initiatives, prioritizing goals, resourcing staff, and enabling decision making

Strategic Management

Annual process that includes trends analysis, assessment of strategic objectives, milestones, investments, and collaboration

Annual Planning

Identification of annual projects, milestones, spend plans, and performance metrics to ensure return on investment

 

Budget Formulation

Disciplined and collaborative approach to federal budget formulation within a 3-5 year time horizon

Execution & Evaluation

Proven process for ensuring results and the ability to govern with real-time data-enabling agility and work efficiency

 

realize cost savings 

The M2 Advantage

Proven Federal Portfolio Management Framework 

Portfolio Management framework that drives results and efficiencies. Trained in the M2 portfolio management framework, our consultants embrace the philosophy of thinking differently to solve your challenges. They apply our framework and present solutions that allow you to work smarter, make data driven decisions, and optimize your workforce and culture.

Agile & Transparent Decision Making

We are experts at designing customized dashboards using Smartsheet; this allows for a comprehensive view of your portfolios providing transparency, agility, and quick decisions.

Enterprise Thinking and Mindset Training

Effective leaders practice enterprise thinking. Our leadership coaches and trainers develop customized sessions that change the mindset and inspire the organization to think and act differently.  

M2’s Portfolio Services

Results. Results. Results.

 

Establishing

  • We establish your portfolio management framework and when required will recommend budget and workforce realignments
  • We develop your portfolio dashboard

Managing

  • We support a four-phased portfolio management process
  • Includes the development of Strategic Implementation Plan, Formulation of Budget, Annual Operating Plans, and Execution Dashboards

 

Mindset Training

  • We offer a range of training to ensure success to include:
  • Enterprise Mindset seminars, Portfolio Management Framework training, Change Acceptance training, and stakeholder workshops

Case Study: Portfolio Management

Developing and Implementing a Portfolio Management Framework for a Client, Ensuring Return on Investment.

Are you ready to change your mindset?